Zullo Investment Group’s iShares US Technology ETF IYW Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q1 | – | Sell |
-1,010
| Closed | -$75.2K | – | 438 |
|
|
2022
Q4 | $75.2K | Buy |
1,010
+4
| +0.4% | +$298 | 0.05% | 227 |
|
|
2022
Q3 | $74K | Sell |
1,006
-1
| -0.1% | -$74 | 0.05% | 224 |
|
|
2022
Q2 | $80K | Sell |
1,007
-698
| -41% | -$55.5K | 0.05% | 226 |
|
|
2022
Q1 | $176K | Buy |
1,705
+1
| +0.1% | +$103 | 0.09% | 166 |
|
|
2021
Q4 | $196K | Buy |
+1,704
| New | +$196K | 0.1% | 160 |
|